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Philip PalumboA+

Philip Palumbo

Founder & Chief Executive Officer & Chief Investment Officer at Palumbo Wealth Management

Philip Palumbo is the Founder & Chief Executive Officer & Chief Investment Officer at Palumbo Wealth Management based in Great Neck, New York. Previously, Philip was the Vice President, Wealth Management at Salomon Smith Barney and also held positions at UBS, Morgan Stanley. Philip received a Bachelor of Arts degree from Towson University.Read More

Philip Palumbo's Phone Number and Email

Last Update

8/3/2022 3:37 AM
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Contact Number

(516) ***-****
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HQ Phone

(516) 629-7073

Address

1010 Northern Blvd Ste 310, Great Neck, New York, 11021, United States

Philip Palumbo Current Workplace

Location

1010 Northern Blvd Ste 310, Great Neck, New York, 11021, United States

Description

Palumbo Wealth Management is a private wealth management firm based in Great Neck, NY. The company's focus is on assisting high-net-worth and ultra-high-net-worth families and individuals who are nearing retirement or are currently retired. The compa...
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Philip Palumbo Work Experience and Education

Work Experience

Vice President, Wealth Management

Salomon Smith Barney

2009-2010

Senior VP, Certified Financial & Planner

UBS

2009-2019

Vice President, Investments

Morgan Stanley

2004-2010

Education

Towson University

Bachelor of Arts - Finance

Towson University

Org Chart - Palumbo Wealth Management

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Founder & Chief Executive Officer &...

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Recent News About Philip Palumbo

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Who We Are - Palumbo Wealth Management

Please Click Here to listen to Philip Palumbo , Founder, CEO, and CIO of Palumbo Wealth Management as he weighs in on the NASDAQ's performance and ris...

Who We Are - Palumbo Wealth Management

Philip Palumbo It's Going to Be a Crash Landing | June 7, 2022 Bloomberg Interview | It's Going to Be a Crash Landing Phil Palumbo, CEO, CIO, and Fo...

Who We Are - Palumbo Wealth Management

Philip G. Palumbo , CFP® Founder, CEO and Chief Investment Officer PHILIP G. PALUMBO , CFP® Founder, CEO and Chief Investment Officer 516.629.70...

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Frequently Asked Questions regarding Philip Palumbo

What company does Philip Palumbo work for?

Philip Palumbo works for Palumbo Wealth Management

What is Philip Palumbo’s role in Palumbo Wealth Management?

Philip Palumbo’s role in Palumbo Wealth Management is Founder & Chief Executive Officer & Chief Investment Officer

What is Philip Palumbo’s email address?

Philip Palumbo’s email address is p***@palumbowm.com

What is Philip Palumbo’s business email address?

Philip Palumbo’s business email address is p***@palumbowm.com

What is Philip Palumbo’s direct phone number?

Philip Palumbo’s direct phone number is (516) ***-****

What is Philip Palumbo’s HQ phone number?

Philip Palumbo’s HQ phone number is (516) 629-7073

What is Philip Palumbo’s latest job experience?

Philip Palumbo’s latest job experience is Vice President, Wealth Management at Salomon Smith Barney

What is Philip Palumbo’s latest education?

Philip Palumbo’s latest education in Bachelor of Arts - Finance at Towson University

Which industry does Philip Palumbo work in?

Philip Palumbo works in the industry of Investment Banking, Finance.... See More

Who are Philip Palumbo’s peers at other companies?

Philip Palumbo’s peers at other companies are Neal Wilson.

Who are Philip Palumbo’s colleagues?

Philip Palumbo’s colleagues are James Pryor, Neil Byalick, Douglas Augenthaler, Killana Williams.

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James Pryor

Director, Wealth Planning & Trading

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Neil Byalick

Advanced Planning Strategic Partner

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Douglas Augenthaler

Portfolio Chief & Strategist

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Killana Williams

Chief Operating Officer & Chief Com...

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Paul Marchese

Advanced Planning Strategic Partner

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